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211 hedge funds and large institutions have $1.3B invested in StoneX in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.53% less ownership

Funds ownership: 255.1%254.57% (-0.53%)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

4% less funds holding

Funds holding: 219211 (-8)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less capital invested

Capital invested by funds: $1.62B → $1.3B (-$315M)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

63% less call options, than puts

Call options by funds: $764K | Put options by funds: $2.08M

Holders
211
Holders Change
-8
Holders Change %
-3.65%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
73
Reduced
77
Closed
33
Calls
$764K
Puts
$2.08M
Net Calls
-$1.31M
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$44.8K
US Bancorp
177
US Bancorp
Minnesota
$42.3K +$4.52K +169 +11%
QCG
178
Quadrant Capital Group
Ohio
$36.9K +$1.36K +51 +4%
Osaic Holdings
179
Osaic Holdings
Arizona
$34K -$425K -15,870 -92%
GCM
180
Gladius Capital Management
Illinois
$33.5K -$1.71K -64 -4%
FCA
181
FinTrust Capital Advisors
South Carolina
$31.9K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$30.6K +$910 +34 +3%
S
183
SignatureFD
Georgia
$19.4K -$2.17K -81 -9%
RI
184
Ridgewood Investments
New Jersey
$16.6K
Federated Hermes
185
Federated Hermes
Pennsylvania
$16.2K +$17.6K +658 New
Simplex Trading
186
Simplex Trading
Illinois
$16K +$18.4K +689 New
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$13K -$3.8K -142 -21%
GWSG
188
GPS Wealth Strategies Group
Colorado
$10.8K
HI
189
Harbour Investments
Wisconsin
$6.07K
RTL
190
Red Tortoise LLC
Georgia
$6.07K
HCM
191
Hollencrest Capital Management
California
$5.65K
NA
192
NewEdge Advisors
Louisiana
$5.32K -$5.86K -219 -50%
JMF
193
Johnson Midwest Financial
Iowa
$5.07K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$4.32K +$4.71K +176 New
NF
195
Norwood Financial
Pennsylvania
$4.15K
GWM
196
Geneos Wealth Management
Colorado
$3.82K +$4.15K +155 New
LC
197
Lindbrook Capital
California
$3.66K -$348 -13 -8%
EWA
198
EverSource Wealth Advisors
Alabama
$3.49K
VCM
199
Versant Capital Management
Arizona
$3.24K
KFI
200
Key Financial Inc
Pennsylvania
$2.74K +$2.97K +111 New